Terri has more than 28 years of experience as a Financial Advisor/Planner and 18 years as a Trust Officer. Terri is a Certified Trust and Financial Advisor (CTFA) and holds her Series 6 and 63 NASD licenses. Terri is a member of the Institute of Certified Bankers and the American Bankers Association.
Terri is married and puts family first. She has a large blended (and growing) family of 18 including children, spouses and grandchildren. In her spare time, she enjoys spending time with her family, traveling and college sports. Terri stays active in her community through her local church and serves as HOA president.